Tri-State Labor Education And Development Fund — Form 5500 plan (Tri-State Labor Education And Development Fund)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tri-State Labor Education And Development Fund is a benefit plan reported by Tri-State Labor Education And Development Fund under EIN 61-6204343 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,240 participants and $1,661,137 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tri-State Labor Education And Development Fund
EIN
61-6204343
Plan number
501
Plan type
1
Location
Ashland, KY
Latest filing year
2023
Participants
3,240
End-of-year plan assets
$1,661,137

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,240H, C20240904082557NAL0009659315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,661,137
Net assets (EOY)
$1,661,137
Net assets (BOY)
$1,677,118

Income & contributions

Employer contributions
$511,796
Total contributions
$511,796
Total income / additions
$554,122

Expenses & distributions

Benefits paid
$196,635
Administrative expenses
$373,468
Total expenses
$570,103
Net increase / (decrease)
-$15,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harris, Hardin & Company, A.C.NONE$9,420not reported in the loaded dataset2023
Franklin CollinsNONE$7,000not reported in the loaded dataset2023
Cody NickellNONE$5,000not reported in the loaded dataset2023

Related Form 5500 pages